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Berkshire Hathaway Class B

3,585 hedge funds and large institutions have $298B invested in Berkshire Hathaway Class B in 2023 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 1,357 increasing their positions, 1,439 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,585
Holders Change
+53
Holders Change %
+1.5%
% of All Funds
56.54%
Holding in Top 10
644
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+2.71%
% of All Funds
10.16%
New
175
Increased
1,357
Reduced
1,439
Closed
89
Calls
$6.86B
Puts
$3.8B
Net Calls
+$3.06B
Net Calls Change
+$1.37B
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
826
Cahill Financial Advisors
Minnesota
$12.5M +$13K +38 +0.1%
NC
827
NovaPoint Capital
Georgia
$12.5M +$275K +806 +2%
XF
828
XML Financial
Maryland
$12.4M +$72.3K +212 +0.6%
WDL
829
Well Done LLC
Michigan
$12.4M -$264K -775 -2%
ECM
830
Evergreen Capital Management
Washington
$12.4M +$452K +1,325 +4%
GFS
831
GYL Financial Synergies
Connecticut
$12.4M -$989K -2,900 -7%
SGCA
832
Steel Grove Capital Advisors
Tennessee
$12.4M -$871K -2,553 -7%
BWFA
833
Baltimore-Washington Financial Advisors
Maryland
$12.4M -$835K -2,448 -6%
First Trust Advisors
834
First Trust Advisors
Illinois
$12.3M +$2.32M +6,791 +23%
DAS
835
Dynamic Advisor Solutions
Arizona
$12.3M +$77.7K +228 +0.6%
SWM
836
Spire Wealth Management
Virginia
$12.3M +$224K +657 +2%
ATIA
837
American Trust Investment Advisors
New Hampshire
$12.3M +$99.9K +293 +0.8%
BL
838
Balentine LLC
Georgia
$12.3M -$380K -1,115 -3%
KWILP
839
Kiwi Wealth Investments Limited Partnership
New Zealand
$12.3M -$358K -1,050 -3%
CA
840
Cornerstone Advisory
Maryland
$12.2M -$517K -1,517 -4%
HCM
841
Hollencrest Capital Management
California
$12.2M +$757K +2,220 +7%
PFM
842
Patton Fund Management
Texas
$12.2M -$533K -1,563 -4%
AIP
843
Ameritas Investment Partners
Nebraska
$12.2M -$776K -2,275 -6%
PWW
844
Pettyjohn Wood & White
Virginia
$12.1M -$35.5K -104 -0.3%
CPA
845
Court Place Advisors
Maryland
$12.1M -$76.7K -225 -0.6%
AAB
846
ABN AMRO Bank
Netherlands
$12M -$495K -1,451 -4%
TCOK
847
Trust Company of Kansas
Kansas
$12M -$388K -1,138 -3%
OPCM
848
Osborne Partners Capital Management
California
$12M +$4.09K +12 +0%
SFS
849
Summit Financial Strategies
Ohio
$12M -$266K -781 -2%
AIMCA
850
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12M